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Disclosery

Callan Capital, LLC: XLRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callan Capital, LLC on XLRE, newest first. How the timeline and the estimate are built.

Callan Capital, LLC held 33,224 XLRE shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 33,224 shares
    Change vs previous 13F +1,912 shares

    0.1% of the 13F portfolio, value $1,390,420.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 31,312 shares
    Change vs previous 13F -1,378 shares

    0.09% of the 13F portfolio, value $1,273,452.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 32,690 shares
    Change vs previous 13F -1,221 shares

    0.1% of the 13F portfolio, value $1,460,242.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F/A 33,911 shares
    Change vs previous 13F -1,406 shares

    0.11% of the 13F portfolio, value $1,302,519.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F/A 35,317 shares
    Change vs previous 13F -486 shares

    0.12% of the 13F portfolio, value $1,396,091.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 35,803 shares
    Change vs previous 13F +9,245 shares

    0.14% of the 13F portfolio, value $1,434,259.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 26,558 shares
    Change vs previous 13F -268 shares

    0.1% of the 13F portfolio, value $904,829.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 26,826 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,011,073.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).